Charles Dorr
GM/Management Consulting
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About
40 years general manager and consulting experience in superannuation that includes building, staffing, and managing a superannuation business. Highly developed skills for contract negotiations, product design, and compliance were used to stand up the business.
My experience enabled me to provide innovative solutions across several organizations. General Manager and innovation mindset were successfully deployed in numerous international consulting engagements.
Experience
Career HIGHLIGHTS
AMP New ZealandAuckland, New Zealand
August 2018 – December 2023
Product Manager
- Transferred 3 Legacy Schemes to new Manager, Wound Up 2
- Maintained FMCA Compliance for 6 Legacy Schemes
- Oversaw Production of All Legacy Scheme Member Statements
- Located Scheme Members with Unclaimed Monies
- Participated AMP Corp. Purpose and Values Project
Pasadena, California, USA
Aug 2014 - Dec 2014
Product Manager
- Designed online pension product offering for micro-businesses
May 2003 – June 2013
CompanyCountryDate AccomplishmentsAdam Smith International, UKNigeriaAugust 2010-December 2013
- Drafted Government Negotiating Framework for Resolving Union Pension Concerns to complete Privatisation of the Power Sector
- Participated in Government-Union Negotiations
October 2010
- Drafted Regulations for Government Pension Scheme
- Designed Audit Plan and Lead the First Ever Audit of the Government Scheme by the Regulator, the National Bank of Rwanda
South SudanMay 2009-October 2009
- Drafted Report Regarding Pension Stabilisation Prior to Independence
- Presented Summary of Work to H.E.
Salva
Kir, President
- Trained Government National Pension Fund (GNPF) Staff
- Developed Future State Organization Draft for GNPF
- Provided Input on Possible Consolidation of the Government and Private Pension Schemes
- Worked to Re-Establish Private Sector Contributions Post Conflict
- Trained Private Sector Government Pension Staff on Data Entry
- Analyzed Key Components of Registry System for U.S. State of Kentucky
- Provided Input for Strategy Paper on State of Government Pension Scheme
Franklin Templeton Investments
Rancho Cordova, California, USA
Oct 1993 - Dec 1999
Vice President
Built and managed a defined contribution daily valuation recordkeeping service similar to Kiwi Saver provider offerings. Staff of 50+ with 6 direct reports.
- Selected all critical business components for start-up business including:
- Grew the business over 5 years to $1.2 billion in scheme assets under management, 530 retirement scheme clients and over 65,000 scheme participants.
San Francisco, California, USA
May 1992 - Sep 1993
Vice President
- Ran the Trust Company Relationship Management Unit
- Developed innovative internet link that provided institutional customers online access to Schwab's Mutual Fund Marketplace
- Presented new link to largest pension recordkeepers in America, and assisted in sales presentations and
- Helped grow the new business pipeline to $1 Billion in assets.
San Francisco, California, USA
Sep 1981 - Apr 1992
Vice President
- Performed bank branch audits as audit team member;
- Lead first corporate audit of banks Marketing Division;
- Resolved a significant accounting issue in the bank’s “KiwiSaver” pension scheme;
- Managed bank’s retirement and long- term disability plans covering 5,000 employees and retirees;
- Worked as contact person and project lead for defined benefit scheme termination which return over $80 million to bank from scheme over-funding;
- Served as acting Manager of Portland Employee Benefit Trust unit and helped resolve client issues with significant labor unions and;
- Founded the bank’s pension scheme registry business unit, including installation of key software.
Education
UCLA Los Angeles, California, USA
1969 – 1973
University of Hawaii
Honolulu, Hawaii
1973-1974
B.A., Philosophy
Graduate Studies Philosophy
California State University East Bay
Hayward, California, USA
1975
Multiple-Subject Teaching Credential Permanent
